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Gilbert Associates

Sr. Associate

Tax – Sacramento, California
Department Tax
Employment Type Full time
Minimum Experience Experienced

We are seeking a Sr. Associate to join our tax department. The candidate for the Sr. Associate should be a CPA or CPA candidate, with 2 to 5 years of experience in public accounting, specifically taxation. We are seeking an individual with excellent analytical, organizational, and project management skills.

• Assist managers and partners with tax services including planning, research, and compliance.

• Prepare income tax returns for various entities and individuals. Demonstrate ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.

• Recognize potential problem areas in projects/returns and discuss with appropriate team members.

• Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggests client tax planning ideas to manager or partner.

• Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.

• Prepare correspondence with IRS and state tax authorities.

• Develops and expands technical capabilities which require special training, experience, or knowledge.

Desired Skills and Experience

• CPA or CPA candidate with 2-5 years of experience in public accounting.

• Bachelor degree required.

• Must possess technical tax knowledge related to: C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions and tax research

• Ability to develop and maintain strong client relationships. Provides superior customer service.

• Must have excellent interpersonal, oral and written communication skills.

• Must possess excellent project management and analytical skills.

• Ability to use a personal vehicle for occasional same day travel for work at client's office, meetings, and seminars.

• Must be able to work overtime as required through the year.

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  • Location
    Sacramento, California
  • Department
    Tax
  • Employment Type
    Full time
  • Minimum Experience
    Experienced
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